• Digital record-keeping of client info. • Track past communications and actions. • Capture leads from multiple channels. • Avoid lead duplicity with unique rules.
• Auto-assign leads to suitable salespersons. • Drive conversions with personalized communication. • Develop customized financial solutions.
• Automate tasks like follow-ups and scheduling. • Personalized automated communication. • Tailored processes for different customer needs.
• Separate pipelines for various teams. • Customizable reports and dashboards. • Capture additional data with custom fields.
• Control data access and user roles. • Manage users and set data sharing rules. • Custom profiles and teams for efficient management.
• One-click client calling. • Continuous communication with call logs. • Instant notifications for incoming queries.
• Track inquiry status and closure readiness. • Monitor interactions and sales trends. • Accurate revenue forecasts with detailed data segmentation.